TWD
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True Wealth Design’s Navient NAVI Stock Holding History

True Wealth Design’s Portfolio NAVI Stock Details NAVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$29 Sell
2
-17
-89% -$247 ﹤0.01% 2473
2025
Q1 		$240 Buy
+19
New +$240 ﹤0.01% 1882